Cardinal Wealth Management

Finance · Texas, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

5900 S Lake Forest Dr Ste 300, Mc Kinney...

Phone Number

(469) 320-1535

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Cardinal Wealth Management

Cardinal Wealth Management is a full-service, independent wealth management firm dedicated to helping clients achieve their financial goals and make a positive impact in their lives and communities. The firm offers a variety of services, including investment management, financial planning, and resources such as articles, calculators, and videos to assist clients in their financial journey. Their target clients include individuals and business owners seeking to enhance their financial resources and strategies. Cardinal Wealth Management aims to provide personalized support and guidance tailored to the unique needs of each client.Explore more
Cardinal Wealth Management's Social MediaPopular SearchesCardinal Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Cardinal Wealth Management Org Chart

PhoneEmail
Christopher Rothe, President & Wealth Advisor at Cardinal Wealth Management
United States flag for contact location.

President & Wealth Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Cardinal Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Cardinal Wealth Management

Compare insights from companies similar to Cardinal Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cardinal Wealth Managemen...

<$5M
11-50
Private
-
-
Christopher Rothe, President & Wealth Advisor at Cardinal Wealth Management
Christopher RothePresident & Wealth Advisor
$9.8M
11-50
Private
-
2013
LG
Lisa GeiserDirector, Client Engagement & Senior Relationship Manager
$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2009
N/A
<$5M
11-50
Private
-
-
KC
Kiara CaudillFounder & CEO
<$5M
1-10
Private
-
2017
<$5M
1-10
Private
-
2012
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cardinal Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cardinal Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cardinal Wealth Management.

Cardinal Wealth Management Tech Stack

A closer look at the technologies used by Cardinal Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Cardinal Wealth Management

What is Cardinal Wealth Management's official website?
Cardinal Wealth Management's official website is www.cardinalwmg.com
What is Cardinal Wealth Management's Revenue?
Cardinal Wealth Management's revenue is <$5 Million
What is Cardinal Wealth Management's SIC code?
Cardinal Wealth Management's SIC: 62,628
What is Cardinal Wealth Management's NAICS code?
Cardinal Wealth Management's NAICS: 52,523
How many employees does Cardinal Wealth Management have?
Cardinal Wealth Management has 11-50 employees
What industry does Cardinal Wealth Management belong to?
Cardinal Wealth Management is in the industry of: Finance, Securities Trading
What is Cardinal Wealth Management competition?
Cardinal Wealth Management top competitors include: FindYourAnnuity, Summit Group Retirement Planners, Income for Life, Annuity Store
What technology does Cardinal Wealth Management use?
Some of the popular technologies that Cardinal Wealth Management uses are: Cloudflare Website Optimization, Google Tag Manager, Font Awesome, jQuery UI
How do I contact Cardinal Wealth Management?
Cardinal Wealth Management contact info: Phone number: (469) 320-1535 Website: www.cardinalwmg.com
What does Cardinal Wealth Management do?

Cardinal Wealth Management is a full-service, independent wealth management firm dedicated to helping clients achieve their financial goals and make a positive impact in their lives and communities. The firm offers a variety of services, including investment management, financial planning, and resources such as articles, calculators, and videos to... assist clients in their financial journey. Their target clients include individuals and business owners seeking to enhance their financial resources and strategies. Cardinal Wealth Management aims to provide personalized support and guidance tailored to the unique needs of each client.Read More

What are Cardinal Wealth Management social media links?
Cardinal Wealth Management Facebook page
Is Cardinal Wealth Management a public company?
Cardinal Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Cardinal Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.